Feb
07, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
13 min read
Michael VanLoon
Feb
06, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
05, 2024
Scott's Latest Trade Adds to A Big Position
1 min read
Feb
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
19 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
31, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
15 min read
Jan
30, 2024
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
30, 2024
Trade Alert
3 min read
Jan
30, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023
22 min read
Jan
29, 2024
New Trade for Scott Kennedy
1 min read
Jan
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024
18 min read
Jan
24, 2024
CCI: Q4 2023 Update
5 min read
Jan
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing AGNC Investment’s Performance For Q4 2023
14 min read
Jan
22, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024
18 min read
Jan
18, 2024
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
5 min read
Jan
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Q4 2023
11 min read
Jan
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street Capital’s Performance For Q4 2023
11 min read
Jan
14, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/14/2024
15 min read
Jan
12, 2024
Easy Preferred Share Swap: EFC-B vs EFC-C
6 min read
Jan
11, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island Capital’s Performance For Q4 2023
12 min read
Jan
09, 2024
TRNO: Brief Update
2 min read
Jan
09, 2024
Apartment REIT Vacancy Rising
4 min read
Jan
07, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024
15 min read
Jan
04, 2024
Exposing Our Mortgage REIT Record
7 min read
Jan
02, 2024
Brief Notes on Baby Bonds and Preferred Shares
4 min read
Jan
02, 2024
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
31, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2023
15 min read
Dec
31, 2023
Reviewing Scott's Final Trade for 2023
3 min read
Dec
29, 2023
Industrial REIT Target Updates & Sector Update
9 min read
Dec
28, 2023
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q1 2024 Dividend Projection For All Peers)
23 min read
Dec
28, 2023
Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q1 2024/Next Series Of Dividend Projections For All Covered Peers)
28 min read
Dec
27, 2023
Free Upcoming Article on AGNC + Sector Charts
1 min read
Dec
24, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/24/2023
15 min read
Dec
21, 2023
A Duel Between SACH & FBRT: Analysis At It's Best
6 min read
Dec
20, 2023
CCI Update: Another win for shareholders
3 min read
Dec
19, 2023
Trade Alert
3 min read
Dec
18, 2023
A Few Very Brief Updates
1 min read
Dec
18, 2023
Trade Alert
4 min read
Dec
17, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/17/2023
15 min read
Dec
14, 2023
AAIC Baby Bond Delisting, Dividend Cuts, Scott's Latest Trade, & Foreshadowing a Potential Trade
3 min read
Dec
14, 2023
Preferred Share Target Updates: A Few Risk Rating Corrections
1 min read
Dec
14, 2023
Preferred Share Target Updates
5 min read
Dec
13, 2023
Scott Closes Out Another Position for a 33.9% Gain
1 min read
Dec
12, 2023
Portfolio Update - December: Alpha Breaks 11%
16 min read
Dec
12, 2023
Scott Increases His New Position
Dec
12, 2023
ARCC Q3 2023 Updates And Comparison Article By Scott Kennedy
25 min read
Dec
11, 2023
Scott's Latest Trade
2 min read
Dec
11, 2023
12% Yield Or Greater Plus Upside
1 min read
Dec
10, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/10/2023
15 min read
Dec
07, 2023
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
4 min read
